> ## Documentation Index
> Fetch the complete documentation index at: https://docs.requestly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing & Subscriptions

> Learn how to manage billing teams, assign licenses, update payment info, and view billing history with Requestly's easy-to-use tools.

***

Efficient license management is essential for seamless operations. Requestly allows organizations to effortlessly manage their subscriptions and licenses.

### Role Overview

|                                               | Billing Manager | Admin | Member |
| --------------------------------------------- | --------------- | ----- | ------ |
| Subscriptions (Upgrade or Cancel)             | Yes             | -     | -      |
| Payment Details (Edit card & billing details) | Yes             | -     | -      |
| License Management                            | Yes             | Yes   | -      |
| Manage Admins                                 | Yes             | Yes   | -      |
| Manage Members                                | Yes             | Yes   | -      |
| Access Premium Features                       | No              | Yes   | Yes    |

To better understand how Billing Teams works, watch the following video:

<iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/5uiXm-Hs600" />

***

## Creating a Billing Team

Setting up a billing team is the first step in managing your organization's licenses. Follow these steps to create one:

<Steps>
  <Step title="Navigate to Billing Settings">
    Go to **Settings** and select the **Billing** option.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/ad28f8a0-8741-4888-941a-bcb733f654f7.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=1cdc5c1db57c035b5b20ddf0a8d770c1" align="center" fullwidth="false" width="2400" height="1478" data-path="images/billing-subscriptions/ad28f8a0-8741-4888-941a-bcb733f654f7.png" />
  </Step>

  <Step title="Click Upgrade">
    After you open Billing, click the **Upgrade** button to select your plan and begin the process of allocating seats.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/d5f98a0f-7b95-4596-b5aa-89800759e078.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=8ed088b6be4aaf5e58db05e7c5acdd61" align="center" fullwidth="false" width="2400" height="1406" data-path="images/billing-subscriptions/d5f98a0f-7b95-4596-b5aa-89800759e078.png" />
  </Step>

  <Step title="Select Seats">
    Choose the number of seats you want to allocate for your team. This will determine how many licenses are available for assignment.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/3d20f3c3-5f65-4709-9d33-d651c7838783.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=2fc017efd022752d0d14a0e7e082e227" align="center" fullwidth="false" width="2400" height="1376" data-path="images/billing-subscriptions/3d20f3c3-5f65-4709-9d33-d651c7838783.png" />
  </Step>

  <Step title="Proceed to Checkout">
    After selecting the number of seats, click the **Upgrade** button to go to the checkout page.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/13cdca45-8902-4c93-9e2b-0333fdcfa001.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=3ea1e657ae27599279661243911e1b33" align="center" fullwidth="false" width="2400" height="1376" data-path="images/billing-subscriptions/13cdca45-8902-4c93-9e2b-0333fdcfa001.png" />
  </Step>

  <Step title="Complete Checkout">
    Review your order summary on the checkout page. Enter the required payment details and complete the purchase.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/a542989f-c987-404b-962d-7007ab034b27.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=b6d3eee7c20d2ea904fb70a40d3280e4" align="center" fullwidth="false" width="2400" height="1400" data-path="images/billing-subscriptions/a542989f-c987-404b-962d-7007ab034b27.png" />
  </Step>

  <Step title="Automatic Team Creation">
    After the checkout is complete, a Billing Team will be created automatically. You’ll be redirected to the **Billing Dashboard**, where you can manage your plan.
  </Step>

  <Step title="Review Plan Details">
    In the **Billing Dashboard**, you can view the details of your current plan, including the number of licenses purchased and their status.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/7f8e13c3-e4be-4e28-9c36-a62780718bdd.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=b781af3ca2e15bd74d382b7b395439e5" align="center" fullwidth="false" width="2400" height="1474" data-path="images/billing-subscriptions/7f8e13c3-e4be-4e28-9c36-a62780718bdd.png" />
  </Step>
</Steps>

***

## Managing Licenses

The **Billing Dashboard** provides a simple way to manage license holders, ensuring your team has seamless access to premium features.

### Assigning a License

Easily allocate licenses to team members who need premium access to tools and features.

<Steps>
  <Step title="Open Billing Dashboard">
    Go to **Settings** and select the **Billing** option.
  </Step>

  <Step title="Click Assign License">
    Click the **Assign License** button to begin the allocation process.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/2e6edf62-1d63-46b1-ab93-43f547cc6398.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=afab3ad865755ac431c08330f5a49e6a" align="center" fullwidth="false" width="2400" height="1474" data-path="images/billing-subscriptions/2e6edf62-1d63-46b1-ab93-43f547cc6398.png" />
  </Step>

  <Step title="Select User and Assign">
    Select a user from the list of available members and click **Assign**.

    <Tip>
      If the user is not listed, use the **Invite & Assign License** option. Enter the user’s email to send an invitation. Once the user signs up, they will be automatically assigned a license.
    </Tip>

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/fbc7123f-4854-4ae0-b357-2084b524d26d.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=7be32ddd381797c0a5d0bd6ff9b6e7be" align="center" fullwidth="false" width="2400" height="1474" data-path="images/billing-subscriptions/fbc7123f-4854-4ae0-b357-2084b524d26d.png" />
  </Step>
</Steps>

### Revoking a License

Revoking a license ensures that premium access is no longer available to users who no longer need it, helping maintain efficient license usage.

<Steps>
  <Step title="Go to Billing Dashboard">
    Go to **Settings** and select the **Billing** option.
  </Step>

  <Step title="Locate User">
    Find the user whose license you wish to **revoke**.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/e434cc06-cb9d-4a54-8e42-b085ba6cd2c4.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=83f876702b6f4bb09bf5566051b6af3c" align="center" fullwidth="false" width="2400" height="1474" data-path="images/billing-subscriptions/e434cc06-cb9d-4a54-8e42-b085ba6cd2c4.png" />
  </Step>

  <Step title="Revoke License">
    Click the ellipsis(**three-dot**) menu next to their name and select **Revoke License**.

    <img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/ab12ef92-6845-4d18-b116-275871e12cd9.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=9c243b31fde3fa924f0aa44fd70f170d" align="center" fullwidth="false" width="2400" height="1474" data-path="images/billing-subscriptions/ab12ef92-6845-4d18-b116-275871e12cd9.png" />
  </Step>
</Steps>

***

## Updating Billing Information

Keep your billing details up to date to avoid service disruptions.

<img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/920629a2-8c58-4c1c-9bbe-0ecc8dbc0114.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=7e10628b520939fc1aaa5a7d0593ac66" align="center" fullwidth="false" width="2400" height="1384" data-path="images/billing-subscriptions/920629a2-8c58-4c1c-9bbe-0ecc8dbc0114.png" />

### Modify Billing Information

Navigate to the **Billing Information** section. Update your billing addresses and contact details as needed.

### Change Payment Method

Go to the **Payment Methods** section. Add a new payment option or edit existing ones to ensure uninterrupted service.

***

## Billing History and Invoices

Stay on top of your financial records with easy access to billing history and invoices.

<img src="https://mintcdn.com/requestly/qIWXalHJdphCbP8R/images/billing-subscriptions/e65e3883-42b2-4be9-bbdf-6f740dda185c.png?fit=max&auto=format&n=qIWXalHJdphCbP8R&q=85&s=421e04b0563073b41d5972c7a0f09a71" align="center" fullwidth="false" width="2400" height="1384" data-path="images/billing-subscriptions/e65e3883-42b2-4be9-bbdf-6f740dda185c.png" />

### View Billing History

Navigate to the **Billing History** section to review records of past billing activities.

### Download Invoices

Go to the **Invoices** section and click **Download** next to the invoice you wish to save.

### Handle Unpaid Invoices

Locate any outstanding payments in the **Billing Dashboard** and follow the prompts to complete the payment process.

***

### Billing Teams vs. Team Workspaces

* **Billing Teams**: Responsible for managing licenses and billing processes.

* **Team Workspaces**: Enable collaboration by allowing teams to create and manage rules, file servers, shared lists, and session recordings.
